401(k) · DOL Form 5500 · 2024
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $512,374
- Avg per participant High balance/head
Official DOL plan name: Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan · Sponsored by Bergstrom Enterprises, Inc. Dba Northwest Homes · California · Construction
$3M in assets, 6 participants
Bergstrom Enterprises, Inc. Dba Northwest Homes's Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,990 in Construction (9,039 peers)
Bergstrom Enterprises, Inc. Dba Northwest Homes multi-year trail
Bergstrom Enterprises, Inc. Dba Northwest Homes's plans moved +29.4% in assets from 2022 to 2024; this filing shows Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan at $3M / 6 participants.
- #2,990
- in Construction (9,039 peers)
- +16.6%
- assets growth YoY
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,074,243 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan reported net income rose from $261K in the plan year 2023 filing to $438K in the plan year 2024 filing.
- Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan reported participants fell from 8 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 943300033 · Bergstrom Enterprises, Inc. Dba Northwest Homes PY 2024 · 401(k)
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan · $3M · 6 · 34th
- NET $3M
- BOOK 6
- VS-ST 34th
- BOY 401(k)
- SCH near Mental Health Centers of Western Illinois Retirement Plan
- EBSA ind #2990
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in California →
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan in the asset neighbourhood
Bergstrom Enterprises, Inc. Dba Northwest Homes multi-year asset trail
Sponsor-wide plan assets over time
All Bergstrom Enterprises, Inc. Dba Northwest Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.42306461716703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 6 | $3M |
Bergstrom Enterprises, Inc. Dba Northwest Homes filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $438K |
| Employer EIN | 943300033 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Bergstrom Enterprises, Inc. Dba Northwest Homes 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Mental Health Centers of Western Illinois Retirement Plan in IL ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.